7 min read
Don’t Say “I Do” Without Reviewing These Tax and Financial Issues
When it comes to taxes, getting married changes more than your filing status. Combining incomes, homes and financial...
As an Administrative Specialist, Katie provides essential support to all team members of the firm, ensuring the smooth and efficient operation of the office. Her responsibilities include typing and proofreading client financial statements and other client documentation, as well as preparing the documents for final presentation to clients. With careful attention to detail and a commitment to accuracy, she helps maintain the professionalism and quality. In addition, Katie is a Certified Notary, offering notarial services as needed to further support our clients and team.
7 min read
Jun 18, 2026
When it comes to taxes, getting married changes more than your filing status. Combining incomes, homes and financial...
4 min read
Jun 12, 2026
A lot of families approach college savings the same way they approach retirement planning in their early years: they...